COLUMBIA FINANCIAL ADVISORS INC
CRD #110392 SEC #802-121185 HOUSTON, TX 713-629-7007
State Registered Exempt Reporting Private Funds
Total AUM
$74.1M
Discretionary
$74.1M
Employees
5
Clients
10
Accounts
5
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Apr 26, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| MORRISON, KELLIE, JEAN | I | SECRETARY | NA | |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GOLDSTEIN, HAROLD, SAMUEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
ERA
Apr 26, 2023 REGISTERED
Notice Filings (1)
TX
Address
1 GREENWAY PLAZASUITE 850
HOUSTON, TX 77046-0196
United States
Phone: 713-629-7007